Advanced search in Keyline | Keyline Knowledge Base

You can use filters to search more precisely in Keyline.

in: lets you search within a single group of records (e.g. invoices, orders, products, materials, material orders or shipments). Using this filter gives you 15 results instead of the usual 10.

The following values are available for the in filter:

"invoices"
"orders"
"products"
"materials"
"material orders"
"shipments"

Detailed filters:

You can further refine the results returned by in using the following detailed filters:

carrier: Supplier for shipments
confirmed_at: Confirmation date of orders
customer: Customer name for invoices, orders, products and shipments
date: Invoice date for invoices
deliver_at: Delivery date for orders
due_at: Due date for invoices, products and orders
environmental_certification: Certification of orders
finishing: Finishing operations of products
in_stock: Stock availability (true or false) for materials
offer_sent_at: Offer-sending date for orders
pick_up_at: Pickup date for shipments
product: Product details (product name, references, versions) for invoices
state: Status of orders, products, invoices
substrates: Substrate name for products
total: Total amount (including taxes) for invoices

The date format is “YYYY-MM-DD”, for example: “2024-12-28”

Examples:

Use in: Produkte "Produktname" finishing: "bohren"
to show only products with the specified name and the drilling finishing operation.

Use in: materialien hks in_stock: false to display all colors named HKS that have stock available.

Additional status filter:

You can further narrow down the results using a “status filter”.
The possible values for the state: filter differ for each search area – the following states are available:

Orders: "cart", "archived", "draft", "confirmed", "completed", "invoiced"
Products: "draft", "prepress", "press", "postpress", "packing", "shipping", "completed", "exception", "canceled"
Invoices: “draft”, “billed"

Our example above could then look like this:
in: Produkte "Produktname" finishing: "bohren" state: draft
This shows only products in draft status with the specified name and the “bohren” finishing operation.

Caution: We currently do not support status filter values in other languages!

Other operators

You can also use special operators for values:

"" to enclose an entire term – particularly when there is a space between values:
Example: products:"30 page brochures"

( OR ) to filter for either value:
Example: customer:(igepa OR papyrus)

[ TO ] to filter a range between two values, including those values (for dates, numbers and strings):
Example: due_at:[2024-02-02 TO 2024-03-02] or total:[2000 TO 3000]

{ TO } to filter a range between two values, excluding those values (for dates, numbers and strings):
Example: due_at:[2024-02-02 TO 2024-03-02] or total:[2000 TO 3000]

<, =, > to filter date ranges, numbers and strings:
Example: total:>2000 or offer_sent_at:<2023-02-01